Compass Financial Management
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Compass Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Compass Financial Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$531K Sell
1,910
-4,120
-68% -$1.21M 0.06% 282
2026
Q2 		$1.82M Buy
+6,030
New +$1.69M 0.22% 120

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Compass Financial Management's IWM Position: Q3 2026 in Review

Compass Financial Management reduced its iShares Russell 2000 ETF (IWM) stake by 68% in Q3 2026, selling an estimated $1.21M and leaving 1,910 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #282.

Compass Financial Management first reported a position in IWM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.82M in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Compass Financial Management held 1,910 shares of iShares Russell 2000 ETF worth $531K as of Q3 2026.
  • Compass Financial Management sold 4,120 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.21M.
  • iShares Russell 2000 ETF made up 0.06% of Compass Financial Management's portfolio in Q3 2026, its #282 holding.
  • Compass Financial Management first reported a position in iShares Russell 2000 ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares Russell 2000 ETF position peaked at $1.82M in Q2 2026.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.